Advisors Preferred Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 22
- Avg AUM / client
- $76.7M
- Accounts
- 22
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 22 | $1.7B | 100.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ayers Rigsby, Mary, Catherine | Ceo | Apr 2011 (15y) | Less than 5% | |
| Dewey, Christopher, Claiborne | Trustee | Aug 2018 (8y) | 75% or more of Christopher C. Dewey Trust (indirect) | |
| Goldwasser, Dirk, David | Member | Aug 2019 (7y) | 50% – 75% of Normandy Shores, Llc (indirect) | |
| Goldwasser, Mark, Harry | Member | Aug 2019 (7y) | 50% – 75% of Normandy Shores, Llc (indirect) | |
| Angela Williams Holland | Cco | Mar 2022 (4y) | Less than 5% | |
| Brown, David, Peter | Member | Nov 2023 (3y) | GP / trustee / elected manager of Dgbm Holdings, Llc (indirect) | |
| Benjamin Troy Warwick | Registered representative | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Advisors Preferred Holding, Llc | Owner Of Advisors Preferred, Llc | May 2016 | A | 75% or more |
| Dgbm Holdings, Llc | Owner | Nov 2023 | B | ≈ 56.25% – 100% via Advisors Preferred Holding, Llc |
| Strong Mountain Capital, Inc. | Member | Nov 2023 | B | ≈ 28.13% – 75% via Dgbm Holdings, Llc |
| Normandy Shores, Llc | Member | Nov 2023 | B | GP / trustee / elected manager of Dgbm Holdings, Llc (indirect) |
| Christopher C. Dewey Trust | Member | Aug 2018 | B | GP / trustee / elected manager of Dgbm Holdings, Llc (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dgbm Holdings, Llc: 75% – 100% of Advisors Preferred Holding, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Strong Mountain Capital, Inc.: 50% – 75% of Dgbm Holdings, Llc × 75% – 100% of Advisors Preferred Holding, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗